Equus Total Return Inc EQS
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
Is it the right time to buy, sell, or hold?
Start a free trial of Morningstar Investor to unlock exclusive ratings and continuous analyst coverage to help you decide if EQS is a good fit for your portfolio.
News
Trading Information
- Previous Close Price
- $1.45
- Day Range
- $1.45–1.51
- 52-Week Range
- $1.32–1.95
- Bid/Ask
- $1.30 / $1.46
- Market Cap
- $19.70 Mil
- Volume/Avg
- 2,205 / 15,302
Key Statistics
- Price/Earnings (Normalized)
- 1.51
- Price/Sales
- 1.14
- Dividend Yield (Trailing)
- —
- Dividend Yield (Forward)
- —
- Total Yield
- —
Company Profile
Equus Total Return Inc is a United States-based closed-end management investment company. It invest primarily in companies pursuing growth either through acquisition or organically, leveraged buyouts, management buyouts and recapitalizations of existing businesses or special situations and achieve capital appreciation by making investments in equity and equity-oriented securities issued by privately-owned companies or smaller public companies in transactions.
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Small Core
- Total Number of Employees
- —
- Website
- https://www.equuscap.com
Valuation
Metric
|
EQS
|
---|---|
Price/Earnings (Normalized) | 1.51 |
Price/Book Value | 0.41 |
Price/Sales | 1.14 |
Price/Cash Flow | — |
Price/Earnings
EQS
Financial Strength
Metric
|
EQS
|
---|---|
Quick Ratio | — |
Current Ratio | — |
Interest Coverage | — |
Quick Ratio
No chart available
Profitability
Metric
|
EQS
|
---|---|
Return on Assets (Normalized) | 21.70% |
Return on Equity (Normalized) | 31.61% |
Return on Invested Capital (Normalized) | — |
Return on Assets
EQS
Asset Management Industry Comparables
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
---|---|---|---|---|---|
BLK
| BlackRock Inc | Lyjhrphmjv | Bzf | $113.6 Bil | |
BX
| Blackstone Inc | Qxhtrpty | Lcztxq | $88.7 Bil | |
KKR
| KKR & Co Inc Ordinary Shares | Qslnsvx | Ndtkkh | $84.1 Bil | |
BK
| Bank of New York Mellon Corp | Grwgnbb | Jcy | $42.6 Bil | |
AMP
| Ameriprise Financial Inc | Mnrmmwh | Yjqzt | $42.0 Bil | |
TROW
| T. Rowe Price Group Inc | Grqrlhkgz | Fvr | $24.9 Bil | |
STT
| State Street Corporation | Bnvylbnr | Lkpt | $22.4 Bil | |
NTRS
| Northern Trust Corp | Xlxznbxl | Xxc | $17.3 Bil | |
CG
| The Carlyle Group Inc | Mzzjgdvlb | Kqlzbp | $14.8 Bil | |
BEN
| Franklin Resources Inc | Nyftjjsz | Jpgnjq | $12.3 Bil |